Editing Whanau ora workflow (section)

===Requisition===
The requisition process is probably the area of greatest change, since there is an opportunity to streamline process and make it more transparent/auditable.
[[File:Upload 2b7b3d9c1101f44c426014caac3cfdfc.png|thumb|Some information will automatically pull through onto a new requisition form]]
Open a 'Requisition form' for your client. Some information should be pre-populated. The family total spend amount should be updated by Finance after each approved payment. This will keep a running total available in Kotahi for all family members.

There is space on this form for '''five''' separate request items. The WO Domain, supplier and requisition amounts can be entered for each.

The Budget and copies of invoices/receipts should be saved as a PDF and uploaded to this page, so it can be accessed by Team Lead/GM for approval.

This request can now be 'sent' to the approver to complete.

The selected approver will receive a notification, and complete the approval process.<ref>They can also choose to send back for further info, if necessary.</ref>

Completed approvals are then notified to Finance to arrange and/or pay. Finance update the total spend for the family, to keep a running total.

====Requisition process flowchart====
A full flowchart of the process is shown below.

<b>Legend</b>
* <span style="background-color: #4e914e">Green</span> = Kotahi
* <span style="background-color: #eb4910 ">Orange</span> = Penelope

{{#display_diagram:Mermaid:Whanau ora requisition}}

====Requisitions for Group activity====

Where WO families are being invited to group events, a 'Group activity' should be set up with all the invitees specified.

Finance will then work out the spread cost to be allocated to families.

This should still be added as a 'requisition', even though it is obviously a bit different. In this case, the requisition should be completed as usual and relevant details and amount entered.

Supporting documents won't be required, and the request only needs a '''Team Lead''' approval for reference. It obviously does not need to be notified to Finance either.

<b>Legend</b>
* <span style="background-color: #4e914e">Green</span> = Kotahi

{{#display_diagram:Mermaid:Whanau ora group}}